CONSULTINGAMENDED

Placer County Replaced Morningstar Fiduciary Consultant

Placer County transitioned its fiduciary consulting services from Morningstar to Fiduciary Consulting Group effective November 1, 2025. Morningstar was the prior consultant for the County's 457(b) and 401(k) plans.

Document date · September 22, 2026

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
CONSULTING
Contract term
Ended October 31, 2025; transition effective November 1, 2025
Renewal date
2025-11-01
Renewal
Replaced by Fiduciary Consulting Group effective November 1, 2025; no renewal information was stated.
Document type
AgendaPacket
Source document
Placer County AgendaPacket Deferred Compensation Committee Meeting 2026-09-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the consulting contract by Placer County Air Pollution Control District?

MORNINGSTAR was awarded this consulting contract by Placer County Air Pollution Control District, as recorded on September 22, 2026.

What type of contract is this?

This is a Consulting contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Placer County AgendaPacket Deferred Compensation Committee Meeting 2026-09-23 (AgendaPacket), dated September 22, 2026 from Placer County Air Pollution Control District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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